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Oracle
ORCL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2576
SilverOak Wealth Management
Minnesota
$324K -$7.24K -50 -3%
DWG
2577
Darden Wealth Group
Michigan
$324K – – –
PJSIMP
2578
P.J. Schmidt Investment Management (PJS)
Wisconsin
$324K – – –
QL
2579
Quarry LP
New York
$324K +$263K +1,819 +2,274%
LFP
2580
Lakeshore Financial Planning
Michigan
$323K – – –
PHWM
2581
Pine Harbor Wealth Management
Maryland
$323K – – –
AA
2582
AlphaMark Advisors
Kentucky
$323K -$28.8K -199 -9%
CWM
2583
Compass Wealth Management
Connecticut
$323K -$54.2K -374 -16%
MF
2584
Meridian Financial
Massachusetts
$323K – – –
LIA
2585
Lynx Investment Advisory
District of Columbia
$322K +$869 +6 +0.3%
TCM
2586
Triumph Capital Management
Colorado
$322K +$29K +200 +12%
GSIAS
2587
Garden State Investment Advisory Services
New Jersey
$322K +$14.6K +101 +6%
WA
2588
Wealthstream Advisors
New York
$321K +$24.6K +170 +10%
IFO
2589
Independent Family Office
New York
$321K – – –
LIM
2590
Letson Investment Management
Georgia
$318K – – –
FIM
2591
Fernwood Investment Management
Massachusetts
$318K -$29K -200 -10%
AWA
2592
Adapt Wealth Advisors
Georgia
$317K – – –
ACA
2593
Aspire Capital Advisors
Washington
$316K – – –
JJBC
2594
James J. Burns & Company
New York
$316K +$61.3K +423 +30%
HP
2595
Holistic Planning
Texas
$316K +$268K +1,853 New
PIAS
2596
PCA Investment Advisory Services
Ohio
$315K -$1.45K -10 -0.5%
CTI
2597
Community Trust & Investment
Kentucky
$315K +$14.6K +101 +6%
JGIA
2598
Jackson Grant Investment Advisers
Connecticut
$315K – – –
SN
2599
Sittner & Nelson
Oregon
$315K – – –
OCM
2600
Osterweis Capital Management
California
$314K – – –
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